Landing Point Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Avon, OH
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$206,064
Net value change ($000)
+5,518 (2.8%)
New positions
12
Sold out positions
2
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSHP 1,454 NEW
CLOA 1,439 10.3%
TFLO 1,108 NEW
EFV 767 11.7%
FBND 680 NEW
FLOT 670 NEW
IVV 485 1.2%
EEM 482 9.9%
FESM 451 4.6%
APLS 433 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -886 -13.6%
SGOV -827 -62.3%
AAPL -746 -6.3%
MSFT -531 -22.0%
VOO -384 -5.0%
AKRE -265 -33.1%
QCOM -244 -23.2%
V -220 -13.8%
USMV -209 -100.0%
CLF -205 -36.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type